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Weld Capital Management’s Terex TEX Stock Holding History

Weld Capital Management’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9,961
Closed -$348K – 543
2020
Q4 		$348K Buy
+9,961
New +$294K 0.14% 246
2020
Q3 		– Sell
-27,677
Closed -$519K – 658
2020
Q2 		$519K Buy
+27,677
New +$440K 0.2% 177
2019
Q4 		– Sell
-30,578
Closed -$794K – 922
2019
Q3 		$794K Buy
+30,578
New +$841K 0.15% 226

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Weld Capital Management's TEX Position: Q1 2021 in Review

Weld Capital Management sold out of Terex (TEX) in Q1 2021, closing a stake of 9,961 shares — an estimated $348K sold.

Weld Capital Management first reported a position in TEX in Q3 2019 and held it in 3 quarters. The position peaked at $794K in Q3 2019. 277 funds tracked by Wall St. Rank hold TEX as of Q1 2021.

  • Weld Capital Management reported no remaining Terex position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 9,961 Terex shares in Q1 2021, an estimated $348K.
  • Weld Capital Management first reported a position in Terex in Q3 2019 and held it in 3 quarters.
  • Weld Capital Management's Terex position peaked at $794K in Q3 2019.
  • 277 funds tracked by Wall St. Rank held Terex as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.